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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,988 | $54,320-65.0% | $67,652-71.9% | $52,331-63.7% |
| Participation rate | 64.7% | 73.6%-8.9pp | 75.7%-11.0pp | 68.1%-3.4pp |
| Annual return | 1.31% | 6.81%-5.5pp | 6625.40%-6624.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $739 | $2,950-75.0% | $3,560-79.2% | $3,022-75.5% |
| Admin fee / account holder | $20 | $527-96.3% | $4,821-99.6% | $592-96.7% |